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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,415 | $63,456+23.6% | $100,712-22.1% | $64,097+22.3% |
| Participation rate | 55.4% | 49.7%+5.8pp | 69.3%-13.8pp | 55.2%+0.3pp |
| Annual return | 10.81% | 19.65%-8.8pp | 33.27%-22.5pp | 34.64%-23.8pp |
| Employer contribution / active EE | $1,572 | $1,003+56.8% | $2,313-32.0% | $1,891-16.9% |
| Participant deferral / active EE | $3,681 | $2,463+49.4% | $4,085-9.9% | $3,080+19.5% |
| Admin fee / account holder | $21,303 | $4,808+343.1% | $9,256+130.2% | $3,454+516.7% |